On January 20th, PSMC officially announced that it would sell the entire P5 factory in Taiwan's Tongluo factory to Micron for $1.8 billion (currently about 12.601 billion RMB).
The Tongluo factory has been in operation for less than 2 years, with an investment of over 300 billion New Taiwan dollars (approximately 66.06 billion yuan), and has the ability to produce 50000 12 inch wafers per month, supporting three process nodes: 55nm, 40nm, and 28nm.
It is also equipped with a 300mm wafer fab cleanroom with an area of approximately 300000 square feet, which is a highly controllable production environment required for high-end chip production.
Source: Economic Daily
According to the information disclosed by both parties, the transaction is expected to be completed in the second half of 2026. At that time, Micron will gradually introduce DRAM production lines. The first phase of the project is expected to be officially put into operation in the second half of 2027, and its production capacity contribution will be equivalent to more than 10% of Micron's global production capacity in the fourth quarter of 2026.
Meanwhile, PSMC will transfer its production line from the Tongluo factory to another factory located in Hsinchu City, and Samsung will also assist PSMC in improving its existing niche DRAM process technology at the Hsinchu P3 factory.
PSMC assures its OEM customers that selling factories will not affect their normal operations, and also states that it will gradually phase out low profit products in the future, reduce its dependence on mature process outsourcing business, and accelerate the development of new products for artificial intelligence applications.
PSMC hopes to build a more robust financial foundation in the semiconductor industry with significant cyclical fluctuations. Seize the window period of global memory market recovery, combine advanced packaging technologies such as 3D wafer stacking and intermediate layers with new material solutions, and gradually enter the key links of AI related supply chains.
In addition, last Friday, Micron officially broke ground in central New York State, preparing to build a $100 billion wafer fab.
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